Roman Robert Holthouse

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Roman Robert Holthouse worked as an Analyst at AdvicePeriod LLC from 2020 to 2022 and as a Financial Consultant at Equitable Advisors LLC in 2020.
He completed his undergraduate degree from the University of Southern California in 2019.

Precedenti posizioni note di Roman Robert Holthouse

Società	Posizione	Fine
AdvicePeriod LLC AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.	Analyst-Equity	30/03/2022
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.	Corporate Officer/Principal	01/10/2020

Vedi nel dettaglio l'esperienza di Roman Robert Holthouse

Formazione di Roman Robert Holthouse

University of Southern California

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Roman Robert Holthouse

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Società collegate

Aziende private	2
AdvicePeriod LLC AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.	Finance
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.	Finance